Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$777,033
-$197,384 QoQ
Shares Held
4,960
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,342
of 2,451 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026First Pacific Financial holds $2,087,543 across 18 Software - Application names. CRM ranks #2 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
3,883 | $988,223 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
4,960 | $777,033 | |
| 3 | ADP |
Automatic Data Processing Inc
|
512 | $114,662 | |
| 4 | INTU |
Intuit Inc.
|
131 | $34,191 | |
| 5 | PAYX |
Paychex Inc
|
274 | $26,942 | |
| 6 | TEAM |
Atlassian Corp
|
328 | $25,515 | |
| 7 | UBER |
Uber Technologies, Inc
|
293 | $21,142 | |
| 8 | ADBE |
Adobe Inc.
|
87 | $17,836 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $777,033 | 4,960 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $974,417 | 5,220 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,629,196 | 6,150 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,479,828 | 6,244 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,895,468 | 6,951 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,597,278 | 5,952 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,256,393 | 6,749 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,826,193 | 6,672 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,687,604 | 6,564 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,921,528 | 6,380 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,963,550 | 7,462 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,225,196 | 6,042 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,299,882 | 6,153 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,248,225 | 6,248 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $854,807 | 6,447 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $862,752 | 5,998 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $926,534 | 5,614 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $721,675 | 3,399 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $814,994 | 3,207 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $846,477 | 3,121 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $724,749 | 2,967 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $553,192 | 2,611 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $449,955 | 2,022 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||